Chinese semiconductor thread II
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Xi'an Jiaotong University has made important progress in the field of artificial intelligence design of MEMS gyroscopes
MEMS gyroscopes designed with micro-electromechanical system (MEMS) technology have the advantages of small size, low power consumption, low cost, and easy integration with integrated circuits (ICs). They are of great significance to the mass deployment of advanced equipment such as micro-nano satellites and drone swarms. MEMS gyroscopes are replacing expensive traditional gyroscopes. At present, medium and low-performance gyroscopes have been almost completely replaced by MEMS gyroscopes and are developing towards high-performance areas. MEMS disc resonant gyroscopes (DRGs) are an important type of high-performance resonant MEMS gyroscopes due to their significant advantages such as shock resistance, low temperature drift, and high sensitivity. However, traditional design methods have problems such as difficulty in predicting the relationship between topology and performance, slow simulation evaluation, heavy reliance on expert experience for optimization, and a large number of iterations, which have slowed the development of MEMS disc resonant gyroscopes.
team from the School of Microelectronics at Xi'an Jiaotong University and his collaborators adopted artificial intelligence (AI) strategies to explore high-performance novel structural topologies. The team first proposed a new non-parametric characterization method for MEMS gyroscopes, transforming the topological design task of the gyroscope into a path planning problem, taking full account of the constraints of the MEMS manufacturing process. Then, a proxy model was built based on a convolutional neural network, and samples obtained from traditional finite element analysis were used for training to achieve rapid evaluation of topological performance. Finally, a deep reinforcement learning algorithm was used to explore the entire design space and output structural topologies with excellent performance. After 8,000 explorations, 7,120 novel structural topologies with navigation-level accuracy were obtained, of which 93.7% of the topologies performed better than traditional multi-ring topologies, and some topologies even achieved orders of magnitude improvement in performance compared to traditional topologies.
GigaDevice acquires Suzhou Syschip to strengthen analog chip strategy!
GigaDevice, a major domestic memory chip and MCU manufacturer, announced that it plans to jointly acquire 70% of the shares of Suzhou Syschip Electronic Technology Co., Ltd. (hereinafter referred to as "Suzhou Syschip" or "the target company") held by all shareholders in cash with a number of investors .
According to the valuation of 100% equity of Suzhou SyChip as of the base date (i.e. June 30, 2024) conducted by Beijing Zhuoxin Dahua Asset Appraisal Co., Ltd., the valuation is RMB 831.1947 million; with reference to the valuation, the transaction price of 70% equity of Suzhou SyChip is determined to be RMB 581.00 million; among which, GigaDevice will acquire approximately 38.07% of Suzhou SyChip's shares for RMB 316 million in cash.
In addition, the investors who jointly participated in this acquisition - Hefei Shixi Zhaoyi Chuangzhi Venture Capital Fund Partnership (Limited Partnership) (hereinafter referred to as "Shixi Capital") acquired approximately 12.05% of Suzhou Syschip's shares for RMB 100 million in cash; Hefei State-owned Capital Venture Capital Co., Ltd. (hereinafter referred to as "Hefei State Investment") acquired approximately 18.07% of Suzhou Syschip's shares for RMB 150 million in cash, and Hefei Guozheng Duoze Industrial Investment Partnership (Limited Partnership) (hereinafter referred to as "Hefei Industrial Investment") acquired approximately 1.81% of Suzhou Syschip's shares for RMB 15 million in cash.
It is more complicated than that. EUV semi tools and EDA capable of GAA transistor design are banned from China altogether.
As for the remaining semi tools, SMIC's FinFET fab is banned from getting anything with US content in it, or immersion lithography tools, but SMIC's other fabs can get immersion lithography tools just fine. Where do you think SMIC is getting the immersion lithography tools for their massive 28nm expansion? ASML.
Only SMIC's SMSC is sanctioned like that.
Although Trump was presented as not deep stater, he has some similar policies...
Lenovo is an US/China company, while Xiaomi does not export in US.
Moreover Tesla makes big money in China, and big production too....and Elon Musk is a very good friend now. Elon will never push for strong anti-china policy for obvious reasons.
This would only mean faster de-dollarization, it would be extremely short-sighted even for Trump...
Trump is a businessman, is not moved by ideology but by $$
His idea is to place big tariffs on China exports, that is actually a tax on US consumers, but hidden and sold as national security driven. His idea is to milk China exports, not to dry them out: no more China exports, no more $$
And regarding tech war, I can't help but remember that the only sensible ban was placed by Trump: the EUV machine, that, in 2018, it was actually a 10 years gap ban. All the other stupid bans where put under Biden just because Biden administration is not business oriented but ideologically driven.
Attack on Huawei was honestly a big mistake though: it didn't succeed and actually forced HW to develop into new high-tech fields, like the Hydra mythological creature that for every head chopped off, it would regrow two new heads.
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SMIC reported Q3 earnings and it's pretty good. Up a lot vs Q2 and YoY
I just went through 3 pages deleting posts related to @curiouscat wildly speculative geopolitical posts. As I said before, these kind of speculative discussions are not helpful on this thread.
And I will just use this last post as an example that everyone has their own view what a Trump presidency looks like. Realistically, nobody knows and this is not the thread to talk about it.
And in many cases, 2 to 3 pages of discussions on some new policy doesn't really yield much anyways, since we won't know the effect for much later.
But it is curious to me that @curiouscat has decided to engage in this kind of posting multiple times now.
As such, I have decided to award curiouscat for making my life difficult on moderating this thread by a one month ban from posting here. If he breaks that decision by posting, it will be a permanent ban on this thread.
Sales up 34% YoY. Nothing short of amazing.
Another 21k wpm in a single quarter. That would be close to a gigafab in a single year.
90.4% utilization rate. So much for overcapacity.
It is not surprising that capex is going down. They likely finished construction of all the buildings at this stage. Probably started moving tools in early this year already. They will be filling those buildings with tools before expanding again. Maybe next year or the year after that.